Our Clients

Homrich Berg serves more than 500 high-net-worth relationships nationwide. Our client base is made up of corporate executives, entrepreneurs, families, family trusts and foundations, and not-for-profit institutions.

A strong, trusting relationship with our clients is critical. At HB, we value our personal relationships with clients. With our unique business model and high service level, we expect lasting relationships with each client. We communicate frequently with meetings, phone calls and e-mails. In addition, other forms of communication inlude: 

Conferences

Clients can hear directly from HB advisors and financial industry experts on investment strategies and market predictions.

Client Vault

Here on our site, HB clients can access a password-protected portal with more information on HB's investment strategy and their quarterly reports.  Clients can use the vault to consolidate their Estate and Tax documents in a secure location.

Social Gatherings

Several times a year, we invite our clients to socialize and interact with each other.

Conference Calls

Beginning in the fall of 2008, we initiated a quarterly investment call to update clients on the state of the financial markets and our strategy for responding. Our clients can send in questions before or after the call, and we individually address each one. The calls are available online for listening or downloading at any time. 

E-newsletters

Beginning in July 2009, we will provide a quarterly e-newsletter to help clients keep up with the latest HB and market news.